Difference between revisions of "How do I create an insurance workshop job?"
From Catalyst
Robert Hearn (talk | contribs) |
(Bulk update) |
||
| (29 intermediate revisions by 5 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
== Summary == | == Summary == | ||
| − | + | This article explains how to create an insurance workshop job. | |
| − | == | + | == More Information == |
| − | + | Go to {{Menu|{{WS}}|Workshop Diary}}. | |
| + | Here you will need to [[Creating workshop jobs|create a workshop job]]. | ||
| − | + | * Create the workshop job in the usual way. | |
| − | Create the workshop job | + | * Enter the Keeper's Account code, or [[How do I find a customer?|search]] for it via {{KeyPress|C-F1}}. |
| + | {{Note|text=The {{DataPrompt|Inv. Acc.}} should be whoever is paying the excess and, if they are VAT registered, the VAT.}} | ||
| + | * Enter the Unit stock code, create a new unit or again search via pressing {{KeyPress|C-F1}}. | ||
| − | + | {{Note|text=Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information.}} | |
| − | |||
| + | === Insurance Set-up === | ||
| + | Follow these steps to turn the workshop job into a Insurance workshop job. | ||
| + | * Click on the {{Tab|Third Party}} tab. | ||
| + | * On {{DataPrompt|Type:}}, select {{DataValue|Insurance}}. '' This will then produce more options on the screen.'' | ||
| + | * On the {{DataPrompt|Insurer:}}, enter or create the Insurance Company Account code to whom the balance of the insurance job will be charged. Use {{KeyPress|C-F1}} to search. | ||
| + | * On the {{DataPrompt|Claim No.:}}, enter the claim reference number for the workshop job. | ||
| + | * On the {{DataPrompt|Policy No.:}}, enter the customer's policy number with the insurance company. | ||
| + | * Enter the type of policy that the customer has taken out with the insurance company. | ||
| + | * ''' On the {{DataPrompt|Excess}} enter the amount of excess that the Customer has to pay once the job has been completed. This is obviously an important field as it will reduce the amount that the insurance company will be charged.''' | ||
| + | * On the {{DataPrompt|V.A.T.}} field, use the drop-down to indicate whether the Keeper is VAT registered or not. | ||
| + | ** Choose {{DataValue|No}} if the Keeper/Inv. Acc. customer is NOT Vat registered and the insurance company will be paying the VAT. | ||
| + | ** Choose {{DataValue|Yes}} if the Keeper/Inv. Acc. is paying the VAT along with the excess because they can claim back the VAT. | ||
| + | {{Note|text=If the Keeper is VAT registered, then they are liable for the excess and all the VAT on the invoice. This should be indicated on the documentation from the insurance company or their representatives when you are given the go-ahead to repair the unit. You should also check this with the Keeper before you invoice the job.}} | ||
| + | *On the {{DataPrompt|Broker}} type in the name of the insurance broker. | ||
| + | *On the {{DataPrompt|Notes}} enter any relevant notes for the insurance. | ||
| − | + | === Job Details === | |
| + | Once the previous step has been completed, you will need to add [[How do I add parts to a workshop job?|Parts]] and [[How do I add labour to a workshop job?|Labour]] to the insurance workshop job. Do this in the same fashion as you would when creating a normal workshop job. | ||
| − | === Insurance | + | === Invoicing Insurance Workshop Job === |
| + | Once the Job has been completed and it is time to invoice out to the two parties involved ''(Customer and Insurance Company)'', go into the Workshop Job Properties screen. | ||
| − | + | * Press {{KeyPress|F6}} to go into the Job Details Screen. | |
| − | * | + | * Press {{KeyPress|F7}} or click {{Button|Invoice}} to invoice both parties. |
| − | * | + | * On the '''Document Control''' screen, check that the amounts chargeable to the two parties are correct. |
| − | * | + | * If both are correct, press {{KeyPress|F7}} or click {{Button|Invoice}} to print the invoice. |
| + | * At the {{DataPrompt|Unit Information}}, enter the relevant fields that are required if any? | ||
| + | * Press {{KeyPress|ESC}} and click {{Button|Accept}}. | ||
| + | * On the '''Payments''' screen, enter in the correct amount and method of payment that the customer needs to pay. '''This will be the amount of Excess entered in earlier in the Insurance Details Screen.''' | ||
| + | * Click {{Button|Post}} to accept payment method, invoice out the workshop job and print out an invoice. | ||
| + | * If asked to "Log Payment in Till?", click {{Button|Yes}}. | ||
| + | * Press {{KeyPress|ESC}} and this will return you back to the Job Properties Screen. | ||
| + | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to come out of the workshop job and complete the job. | ||
| + | == See also == | ||
| + | * [[Creating workshop jobs]] | ||
| + | * [[How do I search for a workshop job?]] | ||
| + | * [[How do I add more description to a workshop job?]] | ||
| + | * [[How do I add parts to a workshop job?]] | ||
| + | * [[How do I add labour to a workshop job?]] | ||
| + | * [[How do I create a workshop warranty job?]] | ||
| − | + | {{KB_Tags|insurance, insure, warranty, workshop, job}} | |
| − | {{FAQ}}{{ | + | {{FAQ}}{{How}}{{KB_WS}} |
Latest revision as of 05:33, 19 June 2019
Contents
Summary
This article explains how to create an insurance workshop job.
More Information
Go to " Workshop Workshop Diary". Here you will need to create a workshop job.
- Create the workshop job in the usual way.
- Enter the Keeper's Account code, or search for it via <Ctrl+F1>.
 | The "Inv. Acc." should be whoever is paying the excess and, if they are VAT registered, the VAT. |
- Enter the Unit stock code, create a new unit or again search via pressing <Ctrl+F1>.
| Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information. |
Insurance Set-up
Follow these steps to turn the workshop job into a Insurance workshop job.
- Click on the [Third Party] tab.
- On "Type:", select 'Insurance'. This will then produce more options on the screen.
- On the "Insurer:", enter or create the Insurance Company Account code to whom the balance of the insurance job will be charged. Use <Ctrl+F1> to search.
- On the "Claim No.:", enter the claim reference number for the workshop job.
- On the "Policy No.:", enter the customer's policy number with the insurance company.
- Enter the type of policy that the customer has taken out with the insurance company.
- On the "Excess" enter the amount of excess that the Customer has to pay once the job has been completed. This is obviously an important field as it will reduce the amount that the insurance company will be charged.
- On the "V.A.T." field, use the drop-down to indicate whether the Keeper is VAT registered or not.
- Choose 'No' if the Keeper/Inv. Acc. customer is NOT Vat registered and the insurance company will be paying the VAT.
- Choose 'Yes' if the Keeper/Inv. Acc. is paying the VAT along with the excess because they can claim back the VAT.
| If the Keeper is VAT registered, then they are liable for the excess and all the VAT on the invoice. This should be indicated on the documentation from the insurance company or their representatives when you are given the go-ahead to repair the unit. You should also check this with the Keeper before you invoice the job. |
- On the "Broker" type in the name of the insurance broker.
- On the "Notes" enter any relevant notes for the insurance.
Job Details
Once the previous step has been completed, you will need to add Parts and Labour to the insurance workshop job. Do this in the same fashion as you would when creating a normal workshop job.
Invoicing Insurance Workshop Job
Once the Job has been completed and it is time to invoice out to the two parties involved (Customer and Insurance Company), go into the Workshop Job Properties screen.
- Press <F6> to go into the Job Details Screen.
- Press <F7> or click [Invoice] to invoice both parties.
- On the Document Control screen, check that the amounts chargeable to the two parties are correct.
- If both are correct, press <F7> or click [Invoice] to print the invoice.
- At the "Unit Information", enter the relevant fields that are required if any?
- Press <Esc> and click [Accept].
- On the Payments screen, enter in the correct amount and method of payment that the customer needs to pay. This will be the amount of Excess entered in earlier in the Insurance Details Screen.
- Click [Post] to accept payment method, invoice out the workshop job and print out an invoice.
- If asked to "Log Payment in Till?", click [Yes].
- Press <Esc> and this will return you back to the Job Properties Screen.
- Press <Esc> and click [Accept] to come out of the workshop job and complete the job.
See also
- Creating workshop jobs
- How do I search for a workshop job?
- How do I add more description to a workshop job?
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
- How do I create a workshop warranty job?
